Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership51,696 shares
Latest Disclosed Value $ 9,128,522
Equitable Holdings, Inc. reports 61.09% increase in ownership of MS / Morgan Stanley

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 51,696 shares of Morgan Stanley (US:MS) valued at $8,507,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,092 shares of Morgan Stanley. This represents a change in shares of 61.09% during the quarter. The current value of the position is $10,863,397 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 51,696 19,604 61.09 9,129 60.22 0.0512
2026-02-17 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 32,092 -712 -2.17 5,697 9.26 0.0390
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 32,804 1,362 4.33 5,215 17.75 0.0383
2025-08-15 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 31,442 2,562 8.87 4,429 31.43 0.0365
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 28,880 1,116 4.02 3,369 -3.47 0.0320
2025-02-12 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 27,764 1,079 4.04 3,490 25.49 0.0332
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 26,685 -3,260 -10.89 2,782 -4.43 0.0269
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 29,945 1,209 4.21 2,910 7.58 0.0306
2024-05-14 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 28,736 -2,527 -8.08 2,706 -7.20 0.0305
2024-02-13 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 31,263 2,762 9.69 2,915 25.27 0.0360
2023-11-14 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 28,501 2,427 9.31 2,328 4.54 0.0334
2023-08-15 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 26,074 6,724 34.75 2,227 31.10 0.0320
2023-05-15 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 19,350 2,108 12.23 1,699 15.90 0.0272
2023-02-14 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 17,242 1,954 12.78 1,466 21.27 0.0255
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 15,288 5,886 62.60 1,208 68.95 0.0236
2022-08-15 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 9,402 -483 -4.89 715 -17.25 0.0136
2022-05-13 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 9,885 705 7.68 864 -4.11 0.0141
2022-02-11 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 9,180 1,437 18.56 901 19.65 0.0142
2021-11-12 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 7,743 654 9.23 753 15.85 0.0129
2021-08-11 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 7,089 318 4.70 650 23.57 0.0112
2021-05-14 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 6,771 3,475 105.43 526 132.74 0.0111
2021-02-09 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 3,296 3,296 226 0.0051
2020-05-15 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -4,595 -100.00 0 -100.00
2020-05-28 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 4,595 4,595 235 0.0069
2020-02-18 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,595 235 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.